Strategic Family Office CFO — Private, Multi-Entity

Creative Financial Staffing, LLC; Boston (MA); On-site; USD 200,000 - 300,000; Full time

Job summary

Creative Financial Staffing, LLC is seeking a Family Office CFO in Boston, MA. This role leads accounting, tax, and financial operations across multiple entities, with direct engagement with family principals and external advisors.

The position emphasizes sophisticated family tax planning, reporting to boards, and strong internal controls. Ideal candidates have prior family office experience, a CPA, and a proven track record in multi-entity structures, with executive presence and discretion for

Qualifications

• Prior family office experience required.
• CPA required and strong public accounting foundation.
• High-level tax expertise with experience supporting complex family matters.
• Deep understanding of tax planning and coordination with external tax advisors.
• Experience managing complex multi-entity structures.
• Elite technical accounting and tax foundation.
• Strong financial and board-level reporting experience.
• Polished, discreet executive presence with family principals.

Responsibilities

• Lead accounting, tax, and financial operations of the family office.
• Oversee complex family tax matters, planning, compliance, and coordination with external advisors.
• Manage accounting and financial reporting across multiple entities.
• Own month-end, quarterly, and annual financial reporting.
• Oversee cash flow management, forecasting, and financial analysis.
• Prepare and present board-level financial reporting.
• Provide financial oversight across family investments and entities.
• Partner directly with family principals as a trusted financial resource.

Skills

CPA

Family office experience

Tax planning

Multi-entity structures

Board reporting

Executive presence

Discretion

Investment experience

Education

CPA certification

Job description

Creative Financial Staffing, LLC is seeking a Family Office CFO in Boston, MA. This role leads accounting, tax, and financial operations across multiple entities, with direct engagement with family principals and external advisors.

The position emphasizes sophisticated family tax planning, reporting to boards, and strong internal controls. Ideal candidates have prior family office experience, a CPA, and a proven track record in multi-entity structures, with executive presence and discretion for